LEE LENG SIM (Adviser# 001263292) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 12, 2018.
Register Name | Financial Advisers |
Adviser Name | LEE LENG SIM |
Adviser Number | 001263292 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2018 |
Financial Service (AFS) Licence |
Licence# 000309996 INSIGHT INVESTMENT SERVICES PTY LTD |
Licence ABN | 22122230835 |
Licence Controlled By | HIGHFIELD GROUP PTY LTD |
Adviser Start Date | 2018-04-12 |
Appointing Representative Name | INSIGHT INVESTMENT SERVICES PTY LTD |
Appointing Representative Number | 000309996 |
Appointing Representative ABN | 22122230835 |
Memberships | CPA Australia (CPA) |
Further Restrictions | Limited to Self-Managed Superannuation Funds ONLY |
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Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce (Financial Accounting, Managerial Accounting, Corporate Finance) | University of Western Australia |
CPA Australia Program | CPA Australia |
Diploma of Financial Planning | Mentor Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000309996 |
INSIGHT INVESTMENT SERVICES PTY LTD
Licence controlled by: HIGHFIELD GROUP PTY LTD Further restrictions: Limited to Self-Managed Superannuation Funds ONLY |
2018-04-12 - | INSIGHT INVESTMENT SERVICES PTY LTD |
Licence Name | INSIGHT INVESTMENT SERVICES PTY LTD |
Licence Number | 000309996 |
Licence ABN | 22122230835 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DEBORAH WHITING | Insight Investment Services Pty Ltd | Current | 2017-06-28 |
CRAIG STUART GEMMILL | Insight Investment Services Pty Ltd | Current | 2013-04-12 |
VERN CHRISTENSEN | Insight Investment Services Pty Ltd | Ceased | 2012-05-09 |
DANIEL ROBERT MARSHALL | Insight Investment Services Pty Ltd | Ceased | 2011-09-12 |
MARGARET ANNE WHITE | Insight Investment Services Pty Ltd | Current | 2009-03-09 |
WENDY FAYE ZEREMES | Insight Investment Services Pty Ltd | Current | 2008-09-23 |
IAN JAMES OVENS | Insight Investment Services Pty Ltd | Ceased | 2008-06-01 |
DENIS FRANCIS OWENS | Insight Investment Services Pty Ltd | Current | 2008-04-01 |
KIM PATRICIA WINDERS | Insight Investment Services Pty Ltd | Current | 2008-04-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
DEBORAH WHITING | Insight Investment Services Pty Ltd | Current | 2017-06-28 |
CRAIG STUART GEMMILL | Insight Investment Services Pty Ltd | Current | 2013-04-12 |
VERN CHRISTENSEN | Insight Investment Services Pty Ltd | Ceased | 2012-05-09 |
DANIEL ROBERT MARSHALL | Insight Investment Services Pty Ltd | Ceased | 2011-09-12 |
MARGARET ANNE WHITE | Insight Investment Services Pty Ltd | Current | 2009-03-09 |
WENDY FAYE ZEREMES | Insight Investment Services Pty Ltd | Current | 2008-09-23 |
IAN JAMES OVENS | Insight Investment Services Pty Ltd | Ceased | 2008-06-01 |
DENIS FRANCIS OWENS | Insight Investment Services Pty Ltd | Current | 2008-04-01 |
KIM PATRICIA WINDERS | Insight Investment Services Pty Ltd | Current | 2008-04-01 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.